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Financial Services Representative

2 months ago

Montreal, Quebec, Canada Desjardins Full time
About the Role

We are seeking a highly skilled and motivated Financial Services Representative to join our team at Desjardins. As a key member of our team, you will work closely with advisors to provide personalized support to members and clients, helping them achieve their financial goals.

Key Responsibilities
  • Handle client requests and perform tasks as needed, recommending appropriate solutions to meet their needs and expectations.
  • Assist colleagues in managing their agenda and emails, ensuring seamless communication and collaboration.
  • Be attentive to the needs of members and clients, recommending solutions that meet their needs and expectations.
  • Help members and clients choose and get the most out of their tools and channels, based on their level of independence and automation.
  • Seize business opportunities and participate in sales development initiatives, driving growth and revenue for the organization.
What We Offer
  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan providing predictable, stable income throughout retirement
  • Group insurance, including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment
What You Bring to the Table
  • Attestation of Collegial Studies
  • A minimum of three years of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Advanced proficiency in English due to the nature of the duties or work tools, or because the position involves interactions with English-speaking partners, members, and/or clients
  • Knowledge of integrating financial data into systems
  • Knowledge of compliance with An Act respecting the distribution of financial products and services
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Availability to travel between various Caisse service points